Create a Quick Action to Launch the Flow
Help users launch and navigate through workflows with the help of quick actions.
Quick actions enable you to perform a series of actions with just a few clicks. You can also
create customized quick actions based on the specific needs of your users. Add a quick
action to your interface so that users can easily launch your flows.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
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From the object management settings for Accounts, go to Buttons,
Links, and Actions, and click New
Action.
- For Action Type, select Flow.
- Select a flow that you already created to use as a quick action. For example, New Appeal.
- Select None in Standard Label Type picklist.
- Enter your label in the Label field. For example, Start an Appeal.
- The Name field is autopopulated. Keep it as is.
- (Optional) You can enter a description and select an icon for your action.
- Save your work.